True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label Stock market returns. Show all posts

Sunday, October 22, 2017

22/10/17: Leverage risk and CAPE: Why Rob Shiller Might Be Wrong

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Rob Shiller recently waxed lyrical about the fact that - by his own metrics - the markets are overpriced, yet no crash is coming because t...

Wednesday, February 12, 2014

12/2/2014: The Origins of Stock Market Fluctuations

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An exceptionally ambitious paper on drivers of stock markets changes over long time horizon. A must-read for my students in MSc Finance an...

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TrueEconomics: This blog represents my personal views and is not reflective of the views or opinions held by any company, contractor, client or employer I work for currently or have worked for in the past. These views are not an endorsement to take any action in the markets or of any political position, figures or parties.

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